Our team specializes in supporting advisors as they pursue opportunities and serve their retirement plan clients. We provide you with everything you need so you can focus on your clients and rest assured their retirement plan is in good hands.
Give your clients a better retirement experience.
© 2023 Buckingham Retirement Solutions
Who we are
At Buckingham Retirement Solutions (BRS), we measure our success by how we improve outcomes for participants of your retirement plan. The BRS team brings years of industry experience to your side and has a national presence, working with approximately 300 independent wealth management firms, serving more than 1,705 plans and managing $3.85 billion in assets.*
*as of December 31, 2022
Leverage our experience
MORE TIME FOR
YOUR CLIENTS
BROADEN YOUR
SERVICE CAPABILITY
COST-EFFECTIVE
OUTSOURCING
Focus on your strengths while eliminating distractions in the retirement plan space.
Deepen client relationships by providing a qualified plan solution.
Let us take on fiduciary responsibility for investment selection and monitoring.
+
+
Don’t pass up the opportunity to serve retirement plans.
Help your clients by passing on the actual work of retirement plan management to a team of experienced retirement advisors.
FIDUCIARY MANAGEMENT
From 401(k)s to cash balance plans, HSAs to 457 and 403(b) plans, BRS manages more than 1,705 plans, and 50,000 participants across the country.* Buckingham serves as a 3(38) Fiduciary Investment Manager, so advisors and plan sponsors don’t have to.
*as of December 31, 2022
INNOVATIVE TECHNOLOGY
The BRS website gives you a dashboard to see all your prospects and current plans in one place and generate customized materials. The Resource Center puts years of best-practice retirement plan support at your fingertips, designed specifically for advisors pursuing a qualified plan line-of-business.
CONSULTING
Our experienced bench of Retirement Advisors can help you with your prospects, interpret regulations, coach on best practices, and help you make informed decisions on recordkeeper selection, plan design, and compliance issues. We stand side-by-side with our advisors from business development to growth strategies.
COMPREHENSIVE PLATFORM
In an industry with an array of service models, BRS has developed a well-rounded platform combining industry best practices, award winning service providers and optimal investments with the technical support you need from your dedicated retirement advisors who will help you evaluate all aspects pf a plan to create the best possible retirement solution for your clients.
Our team
KRISTEN DONOVAN
Director, Retirement Solutions
Connect with us:
Want to learn more?
We are ready to help you take advantage of our convenient solution for assisting clients and prospects with their 401(k) and qualified plan needs. Simply contact any member of our team to talk about your own, specific needs.
MATT PRANSCHKE
Retirement Solutions Advisor
KATHRYN RISCH
Retirement Solutions Advisor
GRANT HEUTEL
Associate Retirement Plan Advisor
SCOTT WORLEY
Retirement Plan Advisor
CHARLES MORAN
Retirement Plan Advisor
AUSTIN SCHETTLER
Associate Retirement Plan Advisor
ANNA HUNIAK
Manager, RS Operations & Support
CHRISTINE ANDERSON
Retirement Solutions Associate
LINDSAY SCHRADER
Retirement Solutions Associate
BECCA BUNDY
Retirement Solutions Associate
EMILY FRANCIS
Billing & Operations Lead
TIM HELSEL
Retirement Solutions Advisor
